CFA Institute Blogs
Are we witnessing the beginning of the end for bank secrecy laws? Regulators in the United States and Europe have been chipping away at bank secrecy for some time now. But two recent developments suggest that efforts are not only intensifying but also becoming more globally coordinated. Read more
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The current state of U.S. regulatory reform is an example of regulatory fragmentation that threatens the kind of coordinated response required to deal effectively with systemic risks.
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How best can Central and Eastern Europe (CEE) attract more investments from China? This was the theme of a panel discussion at the inaugural Central and Eastern European Investment Conference that took place in Bucharest, Romania. Read more
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Social spending is virtually exploding in Japan right now, and at the same time its population is aging. Can the event horizon for a debt crisis be that far off? Read more
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Global equity markets posted solid, and in some cases spectacular, gains in the first quarter of 2012. Investor euphoria was short-lived, however, as focus in recent weeks has turned to renewed fears about the sovereign debt crisis in Europe. And in the United States, the Federal Reserve has indicated that further quantitative easing (jet fuel for equity markets) may not be necessary. Read more
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What will it take to fix the U.S. housing market? Some ideas from 65th CFA Institute Annual Conference speaker Laurie Goodman of Amherst Securities have been gaining popularity. Read more
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Some of the best-known research on financial crises asserts that countries get into trouble when debt-to-GDP ratios surpass 80%. With a national debt that now checks in at roughly 220% of gross domestic product, Japan, at least by rule of thumb, should have collapsed a long time ago. Yet Japan has — thus far — somehow avoided a debt crisis. Read more
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Following shareholders’ rebuff Citigroup’s play plan, Matt Orsagh, CFA, looks at what the Wall Street bank could have done differently. Read more
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We often hear the phrase “trusted adviser,” but is “trust” at the heart of the adviser-client relationship? Advisers only lose trust when they promise things they can’t control, according to Deena Katz, an associate professor in the Personal Financial Planning department at Texas Tech University. Read more
Leave a CommentDeveloping a flow of steady referrals that help an adviser to grow his or her practice is a perpetual challenge. Julie Littlechild, president and founder of Advisor Impact, discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates. Read more
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